Financial Insights, Inc. Vanguard Consumer Discretionar Transaction History

Financial Insights, Inc.

$303 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	BUY	$222.74 - $312.09 $222 - $312	1 Added 0.11%	887 $202,000
Q4 2021 Feb 09, 2022	SELL	$309.2 - $355.63 $2,473 - $2,845	-8 Reduced 0.89%	886 $302,000
Q3 2021 Nov 12, 2021	SELL	$306.91 - $323.69 $12,276 - $12,947	-40 Reduced 4.28%	894 $277,000
Q2 2021 Aug 12, 2021	SELL	$292.51 - $314.88 $5,557 - $5,982	-19 Reduced 1.99%	934 $2.93 Million
Q4 2020 Feb 05, 2021	SELL	$229.12 - $275.61 $47,656 - $57,326	-208 Reduced 17.92%	953 $262,000
Q3 2020 Nov 16, 2020	SELL	$202.32 - $250.9 $693,350 - $859,834	-3,427 Reduced 74.69%	1,161 $272,000
Q2 2020 Aug 20, 2020	BUY	$136.25 - $207.41 $625,115 - $951,597	4,588 New	4,588 $232,000
Q1 2020 Apr 28, 2020	SELL	$127.14 - $204.46 $142,142 - $228,586	-1,118 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$175.19 - $190.6 $195,862 - $213,090	1,118 New	1,118 $212,000

Others Institutions Holding VCR

# of Institutions

516

Shares Held

14.5M

Call Options Held

9.5K

Put Options Held

6.3K

International Assets Investment Management, LLC Orlando, FL

6.64M
Shares

$2.55 Billion
0.06% of portfolio
Bank Of America Corp Charlotte, NC

1.39M
Shares

$533 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

498K
Shares

$192 Million
0.01% of portfolio
Beacon Capital Management, Inc.

479K
Shares

$184 Million
7.02% of portfolio
Ubs Group Ag

388K
Shares

$149 Million
0.03% of portfolio

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